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GLENVIEW CAPITAL MANAGEMENT, LLC Information

767 FIFTH AVENUE, NEW YORK, New York, 10153, (212) 812-4700

Report Date: 03/31/2019

Position Statistics

Total Positions 57
New Positions 8
Increased Positions 30
Decreased Positions 23
Positions with Activity 53
Sold Out Positions 12
Total Mkt Value (in $ millions) 10,663

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Energy 1.93%
Basic Materials 12.59%
Industrials 7.12%
Consumer Cyclicals 7.87%
Consumer Non-Cyclicals 7.36%
Financials 0%
Healthcare 44.52%
Technology 18.61%
Telecommunication Services
Utilities

57 Positions as of 03/31/2019

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
F M C CORP COM NEW 689,653 19,139 2.85 9,167,262
CIGNA CORP NEW COM 677,805 256,805 61.00 4,376,891
DXC TECHNOLOGY CO COM 619,313 100,309 19.33 10,994,368
MCKESSON CORP COM 614,863 49,753 8.80 4,918,907
HCA HEALTHCARE INC COM 524,115 -80,907 (13.37) 4,243,504
IQVIA HLDGS INC COM 522,717 -194,146 (27.08) 3,910,507
HOLOGIC INC COM 482,736 37,893 8.52 10,758,550
ALPHABET INC CAP STK CL A 474,511 -46,825 (8.98) 405,988
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 456,188 54,889 13.68 26,112,660
FIRST DATA CORP NEW COM CL A 378,249 -291,700 (43.54) 14,553,631
TENET HEALTHCARE CORP COM NEW 373,055 117 .03 17,900,928
LYONDELLBASELL INDUSTRIES N V SHS - A - 343,969 265,515 338.43 4,291,569
HUMANA INC COM 325,150 279,254 608.46 1,312,039
NXP SEMICONDUCTORS N V COM 308,095 203,733 195.22 3,238,670
ANTHEM INC COM 269,904 38,648 16.71 1,018,237
THERMO FISHER SCIENTIFIC INC COM 256,650 -51,365 (16.68) 980,589
UNIVERSAL HLTH SVCS INC CL B 250,844 11,649 4.87 2,058,124
MICROSOFT CORP COM 243,606 83,166 51.84 1,902,131
BAUSCH HEALTH COS INC COM 233,440 68,287 41.35 9,315,244
FLEX LTD ORD 211,807 50,274 31.12 20,543,849